2023 Form 5500 filing — 3cdc Section 403(B) Plan Ii

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015080805NAL0027802113001) for 3cdc Section 403(B) Plan Ii, reported by Cincinnati Center City Development Corporation under EIN 20-0446324 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,088,549
Participants197
Provider compensation$15.6K3 Schedule C row(s)$15,627
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015080805NAL0027802113001
Plan sponsor
Cincinnati Center City Development Corporation
EIN
20-0446324
Plan number
002
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$212.6K
Benefits paid / distributions$197K
Contributions
Employer$374.4K
Participant$610.1K
Full reported line items
Total assets (EOY)
$7,088,549
Total liabilities (EOY)
$0
Net assets (EOY)
$7,088,549
Employer contributions
$374,363
Participant contributions
$610,098
Total income / additions
$2,084,652
Benefits paid
$196,974
Administrative expenses
$15,627
Total expenses
$212,601
Net increase / (decrease)
$1,872,051

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$7,340$0
Fifth Third BankINVESTMENT ADVISOR$7,037not reported in the loaded dataset
Barnes Dennig & Co LtdAUDITOR$1,250not reported in the loaded dataset

Related Form 5500 pages